Filed December 9, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TOMPKINS TRUST COMPANY8+ years Service code 21 · EIN 15-0470650 | Bank Trustee | $106,186 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $63,949 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -14.90% | -2.41%-12.5pp | -38.86%+24.0pp | 23.41%-38.3pp |
| Employer contribution / active EE | $5,586 | $7,691-27.4% | $37,756-85.2% | $12,650-55.8% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |